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iShares S&P 500 Value Index shares owned by Elevated Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Elevated Capital Advisors from 13F filings

Historical chart of Elevated Capital Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $551k 2.7k 206.51
2025-06-30 $370k 1.9k 190.60
2025-03-31 $370k 1.9k 190.60
2024-12-31 $408k 2.1k 190.85
2024-09-30 $481k 2.4k 197.17

More positions owned by Elevated Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Vanguard Index Fds Value Etf (VTV)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Simplify Exchange Traded Fun Managed Futures (CTA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Elevated Capital Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index